IBTL vs. FIX
IBTL (iShares iBonds Dec 2031 Term Treasury ETF) is Government Bonds fund tracking the ICE 2031 Maturity US Treasury Index, while FIX (Comfort Systems USA, Inc.) is a stock. Over the past 3 years, IBTL returned 3.19%/yr vs 128.82%/yr for FIX. At a 0.05 correlation, their price movements are largely independent.
Performance
IBTL vs. FIX - Performance Comparison
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Returns By Period
In the year-to-date period, IBTL achieves a -0.37% return, which is significantly lower than FIX's 101.37% return.
IBTL
- 1D
- -0.15%
- 1M
- 0.59%
- YTD
- -0.37%
- 6M
- -0.06%
- 1Y
- 3.51%
- 3Y*
- 3.19%
- 5Y*
- —
- 10Y*
- —
FIX
- 1D
- 1.85%
- 1M
- -5.78%
- YTD
- 101.37%
- 6M
- 94.15%
- 1Y
- 281.93%
- 3Y*
- 128.82%
- 5Y*
- 86.97%
- 10Y*
- 51.27%
IBTL vs. FIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IBTL iShares iBonds Dec 2031 Term Treasury ETF | -0.37% | 7.85% | 0.36% | 3.60% | -15.60% | -1.22% |
FIX Comfort Systems USA, Inc. | 101.37% | 120.86% | 106.89% | 79.62% | 16.98% | 30.41% |
Correlation
The correlation between IBTL and FIX is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2021 | 0.05 |
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Return for Risk
IBTL vs. FIX — Risk / Return Rank
IBTL
FIX
IBTL vs. FIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2031 Term Treasury ETF (IBTL) and Comfort Systems USA, Inc. (FIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBTL | FIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.19 | ||
| Sortino ratioReturn per unit of downside risk | -3.48 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.66 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 17.58 | -16.42 |
| Martin ratioReturn relative to average drawdown | 3.19 | 59.47 | -56.28 |
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Drawdowns
IBTL vs. FIX - Drawdown Comparison
The maximum IBTL drawdown since its inception was -20.93%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for IBTL and FIX.
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Drawdown Indicators
| IBTL | FIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.93% | -93.36% | +72.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -15.78% | +12.95% |
Max Drawdown (3Y)Largest decline over 3 years | -7.38% | -46.05% | +38.67% |
Max Drawdown (5Y)Largest decline over 5 years | — | -46.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.68% | — |
Current DrawdownCurrent decline from peak | -7.16% | -8.03% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -38.06% | +26.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 4.66% | -3.63% |
Volatility
IBTL vs. FIX - Volatility Comparison
The current volatility for iShares iBonds Dec 2031 Term Treasury ETF (IBTL) is 1.11%, while Comfort Systems USA, Inc. (FIX) has a volatility of 15.34%. This indicates that IBTL experiences smaller price fluctuations and is considered to be less risky than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBTL | FIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 15.34% | -14.23% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 38.30% | -35.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.50% | 54.05% | -50.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.44% | 44.66% | -37.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.44% | 42.44% | -35.00% |
Dividends
IBTL vs. FIX - Dividend Comparison
IBTL's dividend yield for the trailing twelve months is around 3.97%, more than FIX's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 0.14% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | 3.97% | 3.93% | 4.07% | 3.04% | 2.36% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBTL and FIX have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (15.34%) compared to IBTL (1.11%). In terms of maximum drawdown, IBTL dropped -20.93% vs FIX's -93.36%.
FIX currently has the higher Sharpe Ratio (5.13 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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